GREENSLEDGE ASSET MANAGEMENT LLC
Firm details
- Headquarters
- GLASTONBURY, Connecticut
- CRD number
- 307732
- Registered since
- May 19, 2022
- Website
- www.greensledge.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles86.44%
- Other Investment Advisers6.8%
- Other6.76%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Greensledge Asset Management LLC is an SEC-registered limited liability company that provides portfolio management primarily to institutional clients. The firm’s advisory activity centers on managing pooled investment vehicles and on portfolio management for businesses or other institutional entities. Its fee arrangements include a mix of percentage-of-AUM, fixed fees, and performance-based fees. Greensledge identifies as an active ESG investor and is not organized as a multi-state adviser or a capital allocator. Greensledge maintains a broad set of industry relationships and roles that go beyond pure advisory work. Public filings list affiliations or activities that include acting as a broker-dealer, other investment adviser, registered municipal advisor, banking or thrift institution, trust company and insurance company connections, pension consulting, and sponsoring limited partnerships or pooled investment vehicles — including roles as sponsor, general partner, or managing member.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
1 of 1STACEY GILLESPIE
Chief Compliance OfficerCRD 3137874
Contacts
3 of 4Matthew Natcharian
Managing DirectorCRD 7248967
JAMES KANE
Managing PartnerCRD 2568683
MICHELLE MOORE
Managing DirectorCRD 4233417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLASTONBURY, CT
HARTFORD
Location
GLASTONBURY, CT
Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 41B Linden St
- Time zone
- ET (UTC-5)
- Office locations
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